Kaizen #40 - System-defined fields and their default values in Leads #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss the system-defined fields and their default values in the Leads module in Zoho CRM. We will cover the following in this post: System-defined non-mandatory fields and their default values System-defined mandatory fields What are the system-defined fields in a module? The fields that are available by default in a module, are system-defined fields. You can choose to set values to these fields, or the system
C# SDK CRM API - 401 - Empty Response
Hi, Just exploring the Zoho CRM API possibilities using the C# SDK and running into an issue that I could do with some help on. I can successfully authenticate and generate an access token and the authorization header is added to the request correctly, I am currently using the scope below for my grant token: aaaserver.profile.READ,ZohoCRM.modules.ALL,ZohoCRM.users.ALL,ZohoCRM.settings.ALL,ZohoCRM.org.ALL,ZohoCRM.bulk.ALL public void GetOrganizationDetails() { try {
Extension Pointers #8: Handling real-time data updates between Zoho CRM and third-party applications using webhooks
A webhook is a web callback triggered by a specific event to provide real-time data updates between applications. How does a webhook work? Webhooks help enhance the connection between two applications. When an event occurs in a web application that implements
How to add a related list item via rest api for custom module
Hi there, How can I add a related list time for a custom module? Lets say I have a custom module called Events and I want to link my contacts to an Event via API. How is this possible?
HOWTO: empty the recycle bin via API?
how can we programatically empty the recycle bin via an API call? ( note: originally asked here, but never got a response: http://help.zoho.com/portal/en/community/#Topic/2266000000513889 ) cheers, -e
How to paginate results using the PHP SDK
Hi! We have noticed, that the API does not deliver more than 200 contacts at a time. Now we need to get the results paginated so we circumvent this limitation (we don't want to switch to the Bulk API if possible). Basically we want to process chunks of contacts so we do not exceed the memory limit of our system. Is it possible to get the paginated results with the PHP SKD? This is the relevant portion of our code: $zcrmModuleIns = ZCRMModule::getInstance('Contacts'); $bulkAPIResponse
invalid_client error - oauth2
I am trying to use the oauth2 authentication and I am retrieving a code from the oauth/v2/auth GET request as expected but I am getting an error on the POST - here is a redacted version of my http debugging output (the XXXX represent valid client_ids and client_secrets respectively). POST /oauth/v2/token?code=1000.d90ca8951a72fd0ebd7b2729dd280355.0c2fd305edfa6ad1600fdb787cbff8bb&grant_type=authorization_code&client_id=XXXX&client_secret=XXXX&redirect_uri=http://127.0.0.1:8080/callback&scope=Desk.tickets.READ,Desk.basic.READ&state=1523436222480536829
Deprecation of old OAuth tokens for sandbox environment APIs
Hello Everyone, As you all know, we have made a detailed public announcement on the updates in the OAuth flow. As a continuation of that, and to take a significant step in ensuring that our customers should be using environment-specific OAuth tokens, we are deprecating the old OAuth tokens for organizations accessing the sandbox environment. The change will be effective from August 1, 2020. Who will be affected? The organizations that are still using old OAuth tokens to access their organizations
Kaizen #38 - Calls #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss adding, updating, and deleting Calls via an API. What are Calls in Zoho CRM? The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can use this functionality in
Zoho API C# Sample Code
Is there any C# Sample Code to working on Zoho Remote API for lead Generation insert/update/delete. Regards Shyam
Info : null error after mapping to the owner
There is an error only after entering the owner name while updating/adding any record. If so, can someone kindly supply a script to accomplish this? And explain how to execute said script in Zoho CRM.I understand this may be asking a lot of the free community, but there are no custom variables involved here so I would imagine a "one script fits all" would apply. Thank you.
Adding Notes via API
Hi, I have a script that can add leads and the related notes from some other system to ZOHO CRM and everything is fine. The only problem I am facing is that the date of note in the ZOHO CRM is the current date (the date on which I ran the script to populate). However I want this to be the original notes date as I have it in the original source. Please guide / help how I can put manual date for Note.
Cannot generate API crendetials
Hello all, Unfortunately I cannot create the required scopes as part of the API credentials generation. Checking the console, there is a JSON position error in the console when I add the additional scope "module.accounts". Is this a bug? Or is my input incorrect? Many thanks. All the best, Sev
[API] Create task with reminder
Hi, I am trying to create a task over the API with a reminer but I can't find the field name to provide to set this reminder and the frequency of the reminder. I tried "Remind At", "Reminder At", "Start Date1" but none of those works. There is no information in the API documentation. I found a subject about this from 5 years ago, out of date... This documentation requires an update : there is no information about the fields we can provide and the format of them, I had to try and gess the fields to
How do I create a Task with a Reminder? [CRM API]
Hello Zoho team, how can I insert a Task with the "Remind At" field? I've tried: .... 1 - <FL val="Remind At">2012-06-10 01:00:00</FL> 2 - <FL val="Remind At">10-06-2012 01:00:00</FL> 3 - <FL val="Remind At">10-06-2012 01:00</FL> 4 - many other variations on the date/time format The task is created but the "Remind At" field is empty. Also, how can specify the "Repeat" and "Alert through Email" fields? I tried: <FL val="Repeat">true/FL> <FL val="Alert through Email">true</FL> and again, the task
Bulk Read - Record Count
Hi all I want to set up a CRM schedule that counts the records in a custom module that meet certain criteria and record that number in a field on my Accounts module. As there are more than 200 accounts and the number it will be counting is more than 200, I think Bulk Read is the only way to do this. My problem is, I just can't get my head around creating the query. Once I understand the structure of the query itself, I am fairly confident in my ability to do the rest. Is there a simple way to
Kaizen #37 - Webhooks in Zoho CRM
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss webhooks in detail. What are webhooks? Webhooks facilitate communication with third-party applications by sending instant web notifications every time an event
upload file for bluk edit gives INVALID_REQUEST
I try to upload a file for a bulk import but got the following error: { "code": "INVALID_REQUEST", "details": {}, "message": "unable to process your request. please verify whether you have entered proper method name, parameter and parameter values.", "status": "error" } I added some screens for more information.
Events Renamed As Meetings
Hello everyone! As events in CRM are synonymous with one-on-one or team meetings conducted for different sales activities, we have decided to rename the Events module to Meetings. The term "Events" has often been misinterpreted as major business gatherings like user conferences or hackathons. So, to avoid confusion, "Events" will be displayed as "Meetings" under the Activities module. What and where is the change in the v2 APIs? 1. Modules API (settings/modules) a. The singular_label Event is
Outgoing Call Automation
Hi I am looking for a future for Outgoing call where when i call from my Mobile and call is finished it should get POP up to log this call in Zoho CRM as it is doing for incoming calls. is there any wa to get it done..?
how to get contactId associated with a dealId in function ?
when executing function from a Deal Form I need to know the contact related to the deal how is it possible in deluge ? thanks
CRM API (PHP) - File Upload Field
Hi, I'm using the API to create a record, then upload a file to 'https://www.zohoapis.eu/crm/v2/files', which is succeffully returning a File ID. The issue I'm having is then getting this file to show in a file field in Zoho. This post (https://help.zoho.com/portal/en/community/topic/want-to-upload-images-to-custom-image-fields-using-zoho-crm-api-v2?src=zcomforumjul19) states to insert the data in the below format, which I'm assuming should be an array? "File_Upload_1":["hsdhdsud97d9uod8d8d08d0uddu09d80dodud0dd9ddd"]
Extension Pointers #7: Build third-party integrations by incorporating Custom variables into Widgets
There are currently a number of third-party applications that can be integrated with Zoho CRM to help improve the existing functionality of the product. Amongst this diverse collection, there are certain applications that only support API key forms for
Workflow rule not triggering Custom Function when Lead is created via APIs
Hi, I'm setting up a CRM account for a client and am having problems with Workflow rules triggering a custom function when a Lead is created using the APIs. To explain, I've setup a Custom function, which accepts an ID of a lead, this function updates a field in the lead depending on the field in one of the fields in this new lead. I've tested the Custom Function and its working as expected. I've created a Workflow rule which triggers the Custom Function on Create/Edit of a Lead. I also have a update
ZohoOAuthException, Can't generating Access token from Grant token
Hello, here my code : PHP SDK for Zoho API function __construct() { $configuration = [ 'client_id' => '***', 'client_secret' => '***', 'redirect_uri' => 'www.zohoapis.eu', 'currentUserEmail' => '***', 'token_persistence_path' => '***', 'applicationLogFilePath ' => '***', ]; $http = new Client(); $response = $http->post('https://accounts.zoho.eu/oauth/v2/token', [ 'code' => '***',
Issue with API File Upload
Hi, I'm having an issue with the File Upload request using the API. I'm able to create a contact and link that to a potential (Loan Application), but when uploading the file, it simply returns 'True' rather than the expected reponse in the API Documentation: https://www.zoho.com/crm/developer/docs/api/upload-attachment.html The true response implies the request was successful, however it is not linking to the Loan Application. The PHP code is shown below: $loan_application_ID = $data["data"][0]['details']["id"];
Notification API
Hi 1) Can you explain me the difference between PUT & PATCH? https://www.zoho.com/crm/developer/docs/api/notifications/update-details.html https://www.zoho.com/crm/developer/docs/api/notifications/update-info.html Input REST request is the same everywhere What does this phrase mean - "To update only specific details" 2) Why can not I delete the current channel, using the channel_ids and DELETE method https://www.zoho.com/crm/developer/docs/api/notifications/disable.html And create a new one with
Zoho Developer Edition and Documents in CRM?
I have a developer account which I am using to develop a vertical. Within the CRM sandbox, the Documents tab does not work. Is there any way around this? I'd like a working proof-of-concept and documents is integral to that.
Activate Webhook with a button
Is there a way to make a Button activate a Webhook?
Determining the type of notification
I changed the contact using java-sdk 2.0.5 Then I get a notification NotificationRequest(queryParams={}, resourceUri=https://www.zohoapis.com/crm/v2/Contacts, module=Contacts, ids=[XXX], operation=update, channelId=XXX, token=XXX) How can I understand the difference in the notification. User changes contact through Zoho UI or through Java API
Proper format for self client scopes
Hi, I'm running in to an error when trying to create a Self Client grant token with the modules.all scope. How do I properly specify modules.all? Both zohocrm.modules.all and modules.all are throwing a 'Enter a valid scope' error for me. When i enter aaaserver.profile.read on it's own, it works ok.
API Developer needed for one way integration from Appointment Plus
Hi, We are looking for an Experienced API developer. Our studio scheduling software is Appointments Plus. We want to start the transaction and contact information in Appointments Plus and have it create a contact and pass the contact, schedule and transaction information to Zoho CRM to keep all customer information in one location. Both products have an API and I think it is just a matter of mapping the fields. We want to do this integration as soon as possible. David Mayne Rock n Roll Fantasy
There is a way of convert sale order to invoice in crm like on zoho books
Hi, I want to convert sale order to invoice with an http request and I only find guides to make it with zoho books. There is a way to make it calling the api of https://www.zohoapis.com/crm/v2/ or that exist only on the api of zoho books? Thanks in advance.
API calls between 2 differents Zoho CRM
Hi, Our company manage everything throught Zoho CRM. One of our suppliers use Zoho CRM as well. Now we're sending all new informations to the suppliers via google sheets and emails. We were wondering instead if it was possible to simply calls via API the informations needed and it's both between Accounts modules! We put in place an email parser, which is fine for creating a new account, but we're quickly going back to emails and google sheets when informations updates needs to be shared... How can
Java & Notification API
Are there any working examples of how to work with the Notification API https://www.zoho.com/crm/developer/docs/api/notifications/overview.html Does the Java-SDK-2.0.5 support this functionality?
ADD CUSTOM MODULE RECORD TO ACCOUNT AUTOMATICALLY.
Hi, i am having problem linking Account record with a custom module record. I created a module named Therapist whose record will be linked to an Account automatically. In the module Account, i created a related list item Therapist as a multiplelookup field. I can update its record manually but not automatically. I tried using API to update Account with passed it param containing Therapist ID but related list didn't change. Then, i tried linking API https://sandbox.zohoapis.com/crm/v2/Accounts/Account_id/Therapists/Therapist_Id
Why we chose "OAuth2.0" over other authentication methods?
Hello everyone! While there are various authentication methods available for REST APIs, we use OAuth2.0. In this article, we are going to discuss the most popular authentication methods, their pros and cons, and the reason why we chose OAuth2.0 over other authentication methods. 1. HTTP Basic Authentication As the name suggests, HTTP basic authentication is the most simple and straightforward form of authentication, and hence most vulnerable. In this authentication method, the user passes the username
Exception while generating Access token: ZohoOAuthException. Caused by : Access Token has expired.
Following the guide from the developer console and using the Java SDK (2.0.1), I was able to generate an access token - but for some reason it throws an exception saying the token has expired. It is quite clear from the logs (I have masked some properties): Dec 17, 2019 4:50:56 PM com.zoho.oauth.client.ZohoOAuth initialize INFO: Zoho OAuth Client Library configuration properties : {minLogLevel=ALL, currentUserEmail=support@een.com, client_secret=client_secret, redirect_uri=http://www.example.com/oauth2callback,
Get Leads returns "Authtoken support is deprecated"
Hello, When I send request "Get" https://www.zohoapis.com/crm/v2/Leads/{my_record_id}, API returns me the next response: { "code": "AUTHTOKEN_DEPRECATED", "details": {}, "message": "Authtoken support is deprecated", "status": "error" } Example: Get https://www.zohoapis.com/crm/v2/Leads/123456789 Headers: Content-Type:application/json Authorization:{my_Auth_Key} Please let me know how to fixed the problem.
How to Generate CRM API Authtokens
Where can I generate a Zoho CRM API Authtoken? The option to generate a new one does not appear on my Accounts page settings, I can only see tokens I've generated in the past. Please advise.
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